LifeMark Securities Corp. provides investment advice, financial planning, and retirement plan services through its investment advisory representatives. LifeMark offers various investment programs, including unified managed accounts, separately managed accounts, and turnkey asset management programs. Financial planning services cover portfolio review, risk management, retirement planning, and education funding. LifeMark also provides retirement plan advisory services to plan sponsors.
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.